Founders Capital Management (Texas)’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Hold |
1,200
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $73.2K | Hold |
1,200
| – | – | 0.05% | 100 |
|
|
2024
Q4 | $67.9K | Hold |
1,200
| – | – | 0.04% | 114 |
|
|
2024
Q3 | $62.1K | Hold |
1,200
| – | – | 0.04% | 125 |
|
|
2024
Q2 | $49.8K | Hold |
1,200
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $65.1K | Buy |
1,200
+100
| +9% | +$5.42K | 0.04% | 118 |
|
|
2023
Q4 | $56.4K | Buy |
1,100
+100
| +10% | +$5.13K | 0.04% | 128 |
|
|
2023
Q3 | $58K | Hold |
1,000
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $64K | Hold |
1,000
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $69K | Hold |
1,000
| – | – | 0.05% | 115 |
|
|
2022
Q4 | $72K | Hold |
1,000
| – | – | 0.05% | 105 |
|
|
2022
Q3 | $71K | Hold |
1,000
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $77K | Buy |
1,000
+1
| +0.1% | +$77 | 0.06% | 100 |
|
|
2022
Q1 | $62K | Hold |
999
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $62K | Buy |
999
+100
| +11% | +$6.21K | 0.04% | 111 |
|
|
2021
Q3 | $53K | Buy |
899
+400
| +80% | +$23.6K | 0.04% | 117 |
|
|
2021
Q2 | $33K | Hold |
499
| – | – | 0.02% | 150 |
|
|
2021
Q1 | $32K | Hold |
499
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $31K | Buy |
+499
| New | +$31K | 0.02% | 145 |
|
|
2020
Q1 | $28K | Hold |
499
| – | – | 0.03% | 126 |
|
|
2019
Q4 | $32K | Hold |
499
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $25K | Sell |
499
-701
| -58% | -$35.1K | 0.02% | 161 |
|
|
2019
Q2 | $54K | Hold |
1,200
| – | – | 0.05% | 107 |
|
|
2019
Q1 | $57K | Hold |
1,200
| – | – | 0.05% | 102 |
|
|
2018
Q4 | $62K | Hold |
1,200
| – | – | 0.07% | 92 |
|
|
2018
Q3 | $74K | Hold |
1,200
| – | – | 0.06% | 94 |
|
|
2018
Q2 | $66K | Sell |
1,200
-41,159
| -97% | -$2.26M | 0.06% | 104 |
|
|
2018
Q1 | $2.68M | Hold |
42,359
| – | – | 2.26% | 12 |
|
|
2017
Q4 | $2.6M | Hold |
42,359
| – | – | 2.15% | 15 |
|
|
2017
Q3 | $2.7M | Sell |
42,359
-28
| -0.1% | -$1.79K | 2.24% | 12 |
|
|
2017
Q2 | $2.36M | Buy |
42,387
+3,395
| +9% | +$189K | 2.09% | 16 |
|
|
2017
Q1 | $2.12M | Buy |
+38,992
| New | +$2.12M | 1.91% | 18 |
|